Dirk

Taking it all in

[Dirk @Dirk1923703]

https://t.co/ejQgOOXdJr

[Dirk @Dirk1923703]

@profitsplusid Grok plotted the GS forecast. A flush to $4,070 could happen. But a path that only arrives at $4,200 by year end looks way too sleepy for gold!

[Dirk @Dirk1923703]

@chrismartenson 😂. Awesome

[Dirk @Dirk1923703]

@KarenLorre Science is finally catching up to what you and @biologyofbelief have known for decades, Karen. Of course your vibes change everything! Ahhhh. :)

https://t.co/YXKGpr9dne

[alexei @alexeixbt]

https://t.co/5n2FiRp1UZ

[Dirk @Dirk1923703]

@KingKong9888 I wouldn't touch it. The moment they raise or lower - the faster something bad happens. Steady, I say. Let the payrolls sing!

[Dirk @Dirk1923703]

@KarenLorre You are a healer, Karen! You the best evidence that we can heal ourselves, everyday. Thank you !

[Dirk @Dirk1923703]

This clip is from Scott Bessent’s June 6, 2024 Manhattan Institute talk (before he was nominated). He described a possible “grand economic reordering” on the scale of Bretton Woods over the next four years and said he wanted to be part of it as a student of economic history. He did not mention gold revaluation.https://t.co/YwKzgQ4ZI1

[Dirk @Dirk1923703]

"Still, it’s unusual for multiple AI services to experience problems at the same time. Avilla’s comment about infrastructure issues could point to problems with cloud service providers such as Amazon or Microsoft."

Maybe the Watchers we doing maintenance?

https://t.co/zNXZgk5iHT

[Dirk @Dirk1923703]

@JoshPhilipPhair BUT are you confident enough in your thesis that you'd actually buy treasuries today?

Scary bet.

[Dirk @Dirk1923703]

@Aestheticsn1 76801 84

[Dirk @Dirk1923703]

@lenion Ex-barber? No way. You gotta be a shill.

[Dirk @Dirk1923703]

@Arcfunmi BS

[Dirk @Dirk1923703]

@HashZappa Does your model account for plate shift? I've heard the Pacific Northwest may rise 100s of feet as the Pacific plate slides rapidly beneath the North American plate.

[Dirk @Dirk1923703]

What would you say to actually buying treasuries on their weakness? I for one will buy now and again at 5.5 and hopefully 6%. Just like in 2008 the government will have to flood the market with new issues and at the same time the Fed will be buying like crazy to help. Rates will plummet sharply and I expect to sell bond bought today for a tidy 30%+ premium in 18 months.

[Dirk @Dirk1923703]

@ZeeContrarian1 @LindenJohan For your sake I hope it retests the high teens/low $20s before June 1!

[Dirk @Dirk1923703]

@johnjhin7 https://t.co/7Sjqv5H3Jc

[Dirk @Dirk1923703]

@SBullion2020 $162.40

[Dirk @Dirk1923703]

Here's why 14A is just about guaranteed - and it will come quicker than you think:

1. Intel's giant gamble to acquire the NA machines from ASML four years ago gives them at least a 6-12 month edge on the competition.

2. ASML can only make a dozen or so of these machines every year, and Intel already has them.

3. Four years of learning curve on the machines has paid off. Now the yield on node efficiency is ramping at an 7-8% clip every month on (18A).

4. This knowledge (along with backside power wafer innovation) directly transfers to 14A production - which will come online faster than 18A.

5. Basically they have the jump on the competition for the smaller, faster and more efficient nodes that everyone wants. TSM doesn't want to spend the money just yet. Samsung can but is at least 6-12 months behind. It should be enough to keep intc in the lead.

[Dirk @Dirk1923703]

@KingKong9888 Dare you to put a bowl of cooked, mashed egg yolks in there and shut the door.

[Dirk @Dirk1923703]

@origina1ange1 Sorry to see you get knuckle-dragger comments sometimes. I just wanted to say I think you are very real and trustworthy. I can tell by the way you speak. I have no idea why you showed up on my feed. (Maybe David Wilcock adjacent? idk). Anyway, I avoid the woo nowadays

[Dirk @Dirk1923703]

@OMApproach I see everything. Even if I don't reply